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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2003
- Office Locations
- 1
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About Taylor & Taylor Financial Services
Plan First Wealth is a lifestyle financial planning and wealth management firm focused on successful American and international families—especially UK expats in the U.S. The team specializes in coordinating US/UK assets, retirement modeling, and cross-border planning to help clients avoid costly overseas-asset reporting mistakes. Their planning-driven, long-term equity approach follows a signature “Proven Process” built around goals-based financial modeling.
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BRITTON MICHAEL TAYLOR
--
- CRD
- #3158186
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $800,000 | -- |
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| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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